Equity Portfolio Management
Our equity portfolio management service is offered to individuals,
corporate and institutional investors who require professional management of their assets.
Our private portfolio counseling identifies investment opportunities and addresses a
variety of investment objectives. We buy growth and value stocks that have potentials of
generating decent returns above inflation in the medium to long term. Our stock selection
process is driven by quality research. Clients are informed of the performance of their
portfolios through regular visits and quarterly reviews. Our equity software application
package provides detailed information in numerical and graphical forms, i.e.,
Unrealized gain and losses
Total
returns
Total
worth of the portfolio, i.e. present value + bonus.
FDC Dollar Mutual Fund
This is a dollar denominated fund designed for sophisticated, high
net-worth individuals and institutional clients. The fund’s objective is to hedge
against political and currency risk through a broad based and diversified investment in
the US equity market. The fund is domiciled with Merrill Lynch & Co., the third
largest investment banking company in the world. The fund invests about 80% in growth
oriented equities whilst the balance of 20% is invested in the money market.
| Treasury Mgt. | Investment Banking
| Equity & Portfolio Mgt. | Pension & Provident Funds | Treasury & Financial
Services |
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